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Questions tagged [notes]

The tag has no usage guidance.

1
vote
2answers
50 views

“Note can't be saved” error on ContentNote insert

I'm trying to create ContentNote records from Note ones but it's always giving me this particular error: FATAL_ERROR System.UnexpectedException: Note can't be saved Code: List<Note> noteLIST ...
0
votes
0answers
13 views

Permission missing for creating Notes in Lightning Experience

I have a custom link to redirect the user to create a new note. In Salesforce classic, the custom link works and the user is able to create a note. When I switch to Lightning Experience and click the ...
0
votes
0answers
17 views

Notes and Attachment Issues

I have a Custom Object record that I went ahead and added an image attachment to and I also created a note related to that user. I am having two problems: 1) I tried using this solution in the dev ...
0
votes
0answers
28 views

open note dialog from lightning component

is there any way to pop open the standard notes dialog from a custom lightning component? to explain: all the salesforce standard components open notes in a dialog at the bottom right of the screen....
0
votes
0answers
14 views

Unable to view the complete PDF document in salesforce classic Preview and Lightning Quick View

We have PDF document attached in the Opportunity notes and attachment section in salesforce. When we click on Preview in salesforce classic it wont show us Page 5 and 6 of the PDF. Similarly, In ...
1
vote
1answer
26 views

Possible to Prevent Users from Deleting Their Own Notes

I have enabled Notes from "Note Settings" and am using them with Accounts I understand that access to notes is controlled by access to the associated object/record, and sharing settings for the note. ...
0
votes
0answers
28 views

Partner portal user unable to see notes created by Salesforce users on leads

Leads have been passed from Salesforce users to Partner portal user but Partner portal users with Partner community license are unable to see notes created by Salesforce users on the lead however ...
2
votes
1answer
32 views

How to verify in APEX if the organization has notes enabled?

To be more specific, I am talking about the 'new' notes introduced with the Summer '15 release link Would it be enough to verify if ContentNote is available by using: Boolean isNotesEnabled = ...
2
votes
1answer
90 views

Magic Mover Conversion Tool

I installed the Magic Mover conversion tool. We're looking to convert in sandboxes first then convert our production environment. I tested 1 record in our partial sandbox. Magic mover worked just fine....
0
votes
1answer
76 views

How to remove “Add to records(Add notes to records)” from Notes in lightning?

Is there a way to restrict adding a Note to different records through "Add to Records" standard button on Notes in lightning?
2
votes
1answer
56 views

Exporting Related Object Records - Bulk Api / DataLoader

I am looking to export only case comments and notes related to particular standard and custom objects. Ex: All CaseComments for cases of a particular record type. All notes for a custom object with a ...
2
votes
1answer
63 views

Custom exception on Enhanced Notes

I need to write a trigger on a Enhanced Notes ( which are stored as ContentNote records ). I need to match a certain text in the note body and then show the custom exception on the note component ...
0
votes
1answer
39 views

When converting Classic Notes to Enhanced Notes — what object do the Converted Classic Notes live on?

I can't find them on ContentVersion or ContentDocument. If I create a NEW Enhanced Note, those live on ContentNote. But what about the converted ones? They are no longer on the Note object either.
1
vote
2answers
130 views

Content Notes from CSV not uploading via Data Loader

We are attempting to upload a CSV containing local drive links to text files and html files. We want these to become "Content Notes". Data Loader keeps throwing errors when we attempt to upload (see ...
0
votes
1answer
153 views

Data Loader not exporting notes despite records in system

While we are able to export other objects, and can see Notes in the system under Contact records, Data Loader exports only headers and no records under Export All. We are using the "Notes" and "Files" ...
0
votes
0answers
139 views

Notes and Attachments permissions

I thought the standard "notes and attachments" section inherited the permissions from the object its under. For instance, I have "Create" permission attributed to the Account object and I have able to ...
0
votes
1answer
548 views

What's the difference between “Files” and “Notes & Attachments” related Lists? [duplicate]

What's the difference between "Files" and "Notes & Attachments" related Lists? They seem to be a carbon copy of each other whenever I upload a file to one or the other.
2
votes
2answers
383 views

ContentNote not inserting

I am trying to insert a new ContentNote and link it to an opportunity with ContentDocumentLink. However, after inserting the content note, the ID returns as NULL, so referencing it in the ...
0
votes
2answers
738 views

Error with ContentDocumentLink insert

I am receiving this error when I try to create a Note and inserting it to an opportunity. The opportunity is valid and there is no documentation of requiring the field, "document" for ...
0
votes
1answer
73 views

How can I add a free form text field to the contact details page

I'd like to have a text field maybe 80x8 characters on the Contacts page just to make quick notes without having to go to the related tab and create a note. Do other people have this need, and if so, ...
0
votes
0answers
45 views

Partner Community User to see Notes RL

I am trying to show the Notes Related List on community page for a user having Partner Community user license, but its not coming up. Also, I want to add notes from community which I want to share ...
0
votes
1answer
190 views

ContentNote not showing correctly

I'm linking a ContentNote to a Lead object, but the notes that i've been making are showing symbols like "��br��z{^�Ʃx{f" instead of what is provided in the post call to the api. Any ideas on why ...
0
votes
0answers
49 views

How to restrict specific profiles to create note

I need to restrict users with a specific profile to create Note in Salesforce for under lead object. I know that Note object will inherit access level from parent Lead. I need lead to be accessible ...
0
votes
1answer
165 views

How to create report for Notes object content?

I have a requirement in which client needs monthly data of all the notes related to every lead . This result in huge data which I am doing manuallly now. I query data from workbench and prepare ...
1
vote
0answers
178 views

How to show error msg in ContentNote?

I want to show error msg whenever notes get created without attaching to any records. As trigger on ContentNote is not available I've written Trigger on ContentDocumentLink, but I am not able to show ...
1
vote
2answers
598 views

Notes and attachment in Winter'18 release

In winter'18 Notes & Attachments related list will no longer have an Upload File button. In my application, I am inserting the attachment using apex code. I just want to confirm if we can still ...
1
vote
2answers
113 views

Assigning owner to ContentNotes

I am trying to assign the OwnerId to ContentNote (Notes) using Data Loader on new inserts, however I get the following error: Documents in a user's private library must always be owned by that user....
17
votes
1answer
909 views

Lightning Components: how to invoke “New Note” panel from custom components?

On the Standard-Related-List "Notes" there is a New Button. This New Button opens a Panel on the bottom of the screen like this: How can I invoke the opening of this "New Note" Panel? I've tried so ...
0
votes
1answer
23 views

How do I change the default on opportunity Notes and Attachments to be NOT private?

opportunity notes and attachments are always set to private by default but Users wanted it be made public by default.
2
votes
1answer
1k views

'Unexpected syntax: 'mismatch input 'insert' expecting RCURLY' on apex test class for trigger

I have a simple Apex trigger I'm trying to write a test for, but I get the error in the title when trying to save (error is at line 15 'insert n;'). I don't get this error in the line that inserts the ...
0
votes
1answer
67 views

Trigger to copy notes body (text) to Lead field

My org has a 3rd party app where Users can submit Leads through an app on their iPad, one issue though is that the app inserts one field as a Note attached to the Lead, rather than as text filled into ...
-4
votes
1answer
82 views

ParentId field is not visible on Note sobject

ERROR: variable ParentID does not Exist on running the following lines Note n = new Note(); try { n.ParentId='a017F0000015hib'; n.Body=note; n.Title='New Note'; ...
0
votes
1answer
191 views

Access to Notes & Attachments for users on a different account

I would like to give access to attachments on one account to users on a different account. The users have Customer Community User profile, as far as I have tried manual sharing isn't possible. Is ...
0
votes
1answer
534 views

Create a Note in Lightning Experience

I enabled the Note tool in my Org and I added the relative related lists in Objects Layout. The problem is when I switch in Lightning Experience I can't take the note but only attach file. How Can I ...
0
votes
1answer
6 views

Unable to attach call logs for opportunity with out ownership access

Hi friends in my organisation org-wide defaults for opportunity is Private. But some users have acess view all opportunities,read access and create access. But if they want to attach calls they need ...
4
votes
1answer
1k views

Notes is not visible in utility bar

Recently i started enabling lightning for an instance, in the process came through utility bar which helps us a lot for easy navigation. But ran into a problem when i try to add Notes component which ...
1
vote
1answer
501 views

Can we change the notes and attachment owner to a queue in salesforce

Is there any possible way to change the attachment's owner to an queue? So that a list of users are associated with that attachment. Same for notes also?
2
votes
1answer
892 views

How can we give permission to profile user's to delete the notes and attachments?

I am stuck in a scenario in which I want to give access to the profile user's to delete the note and attachment. As I know, To delete a note or attachment, you must be the owner of the note or ...
0
votes
2answers
218 views

Migration problem with “Notes & Attachment” in Salesforce

I have created a new SF org & successfully moved all data EXCEPT notes & attachment. From the previous org, I have Attachments folder & Attachment.csv file exported. When I am trying to ...
5
votes
2answers
1k views

Lightning - Notes

From the lightning experience trailhead I read that it is possible to associate one note to multiple records "You can even relate a note to multiple records" https://trailhead.salesforce.com/en/...
1
vote
1answer
2k views

New Notes (ContentNote) Note Sharing Settings via Trigger

Is it possible to manipulate note sharing settings in a trigger? (after insert) I wanted to set a default specific set of users whenever a new note is created. I've tried searching everywhere to no ...
0
votes
1answer
412 views

Why note & attachment object is not displayed in schema builder

I am trying to create ER diagram and don't see note & attachment object. Is it just me or these object are really not available on schema builder or are they available with different names?
0
votes
2answers
1k views

List of Special Character that not acceptable in Content Note conversion

I am doing old Note conversion to new Note. For some special character , I can use escapeHTML4() and it works like charm but for some character such as '£', '~' is fail.I tried to use escapeUnicode() ...
0
votes
1answer
1k views

Customer Community users can't access the new enhanced Notes related list?

I can't find any documentation on this topic.. We enabled the new 'enhanced' note taking tool for our internal org, and I would like our Customer Community users to be able to use them as well. ...
2
votes
0answers
49 views

Why are Notes being created when I import contacts & accounts using Import Wizard?

I have been uploading mass contacts and account records (as CSV files) to Salesforce using the Import Wizard. All seems to be going fine, apart when I look at the Notes & Attachments for each ...
3
votes
0answers
248 views

Rolling Back Enhanced Notes and Notes Reporting

My client has enabled Enhanced Notes in their org, but are now experiencing all the reporting limitations associated with new feature. They want to pull reports with actual text entered in note, but ...
1
vote
0answers
248 views

Error uploading Enhanced Notes - Invalid ShareType

I have migrated Notes to Enhanced Notes (ContentNote) using SF data loader. Most of the records are migrated successfully, only in few of the records I am receiving this error Invalid sharing type "...
1
vote
0answers
378 views

Is there a way to restrict access to Notes and Attachments while doing a global search

Is there a way to restrict the search on notes and attachments for certain profiles? If we type in doc or pdf in the global search then it shows all the notes and attatchments. There are so many ...
1
vote
3answers
2k views

Reporting on Note

I follow this https://help.salesforce.com/apex/HTViewHelpDoc?id=notes_create_report.htm&language=th . After I run the report it display the data but I am not able to see other people Note ...
0
votes
3answers
7k views

convert blob to string and display string value in visualforce page in salesforce

convert blob value to string. I have used body1 = EncodingUtil.base64Encode(termsandconditionsAttach.body); body1=termsandconditionsAttach.Body.toString(); these methods to convert. but the problem ...